By Dave Baxter, Investors’ Chronicle, September 7, 2023
Holding an active fund can sometimes feel like a thankless task. Many have failed to outperform markets in both good times and bad, and with thousands in existence the choice on offer can seem overwhelming. But there are still rewards to be had: the best have outperformed markets notably over time and do more than enough to distinguish themselves from a passive alternative.
Rifling through the many active funds available on an investment platform may seem a daunting task: our yearly IC Top 50 Funds list seeks to help by providing a concise selection of the most appealing options in different regions and asset classes…
Our own process continues to combine the qualitative and the quantitative. We have consulted with an eight-strong specialist panel on the state of last year’s list, considered the options and asked which names should stay, exit or enter…
As always, this list should serve as a source of inspiration for your own initial research. The inclusion of a fund in the list is no promise of success, and similarly the removal of a fund does not necessarily mean it will no longer work for a given investor…
This year’s specialist panel:
Genevra Banszky von Ambroz, partner in investment management, Evelyn Partners
Emma Bird, head of investment trust research, Winterflood
James Carthew, head of investment company research, QuotedData
David Liddell, chief executive, IpsoFacto Investor
Ewan Lovett-Turner, head of investment company research, Numis
Darius McDermott, managing director, FundCalibre
Rob Morgan, chief analyst, Charles Stanley
Ben Yearsley, investment director, Shore Financial Planning
Read more here